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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Cabral is a financial advisor with Morgan Stanley and has been in the industry since 1983. Patricia is registered in 38 states and has a total of 38 active registrations. Patricia offers financial planning, educational seminars, pension consulting and selection of other advisors. Patricia holds the Series 7, 8, 63 and 66 licenses. Patricia is an experienced financial advisor with a wide range of services and experience.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
12/08/2010 - Present
Morgan Stanley (ORMOND BEACH FL)
FL
11/14/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORMOND BEACH FL)
FL
03/04/1996 - 11/24/2008
UBS FINANCIAL SERVICES INC. (DAYTONA BEACH FL)
NY
09/15/1989 - 03/21/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/20/1983 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
BOTH
Issued 05/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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